Content Provider
Doc
Handout Materials
Presentation Slides
Additional Materials
Webinar FAQs
Docit docmgt

OPTIMIZING WORKFLOW AND DOCUMENT MANAGEMENT EFFICIENCY

Cost Free
Presentation Length 1.0 hour

Recorded DateApril 21, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

In this webinar, attendees will identify pain points, resulting in a tailored demo of a fully integrated suite of document management, workflow, and portal products.

Learning Objectives: 


  • Give examples of common issues experienced by other firms

  • Determine how to simplify and structure your document management and workflow

  • Recognize how to track retention to ensure compliance easily

  • Determine how to keep data secure

  • Identify how to seamlessly integrate document management and workflow in your existing software ecosystem (tax, CaseWare, fx Engagement, Time & Billing, etc.)

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Josh Town

Doc.It
Sales Manager
jtown@doc-it.com
(888) 693-6248

Doc

Since moving across the pond from the UK to Canada in 2015, Josh has helped accounting firms improve efficiency, data security and enhance their client services with Doc.It's document management, workflow, PDF Editor, and web portal tools.

Linkedin

Chuck Wilson

Doc.It
Senior Client Solution Specialist
cwilson@doc-it.com
(888) 693-6248 x9

Doc

Chuck Wilson is one of Doc.It’s senior client solution specialists. Chuck provides implementation consulting and training services to clients. Before joining Doc.It, Chuck spent several years working for a public accounting firm where he managed all systems implementation, product selection & migration, disaster recovery planning, and process excellence initiatives. Chuck joined Doc.It in 2006 and has personally assisted hundreds of firms with document management implementation and training initiatives. Chuck’s experience working in the trenches of a successful and growing accounting firm gives him the aptitude to readily understand the challenges firms face as they go about their daily work. Chuck is instrumental in helping firms implement document management and workflow software and establish processes resulting in firm-wide productivity gains.

About Our Presenter

Doc
Doc.It® has established a long-standing presence in the market providing a full suite of document management products that meets the needs of firms of all sizes due to their leadership philosophy of customer-guided software development. Doc.It® has strong financial backing and experienced leadership, which ensures long-term staying power and support for expansion throughout North America. Doc.It®’s leadership team, with support and guidance from their executive board, believe in strategic growth and maintaining the perpetual culture of customer care.